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[Music] in my basic CRM I can use my own word file as a PDF template so using my own design I can easily prepare a proposal a quote an order form an agreement a service form or any kind of PDF with just one click lets create a quotation as an example I have a word file which I use as a template and Id like the customer information to appear here so I open a proposal quote page and click the print page button I add a new template then I click the link to see the field codes which Ill place into my templates when I click on the necessary code it turns to green meaning it has been copied I go to the word file and then paste todays date and paste the code where the customers name is and any other required codes these will be filled in automatically there may be some fields I cannot find on the my basic CRM proposal code page but which exist in my original Word template to create them I go to page wizard here I add a new field write delivery type as the heading and edit its options th